[How-To] Companies and Members
Learn how to manage and edit company and member profiles in your OfficeRnD Flex.
By Krasto1 author9 articles
- [Overview] Company and Member Statuses and Labels
- [Flex] Add Tags To Company and Member ProfilesFilter profiles or create custom pages in the Member Portal using tags.
- [Flex] Move a Member from One Company to AnotherTransfer a member’s profile, fees, and personal invoices to a new company in just a few clicks.
- Onboard and manage new members and companiesCreate, bill, and manage individual members and companies in OfficeRnD Flex.
- [Flex] Set Up Bank Transfer Payments and Control Member Payment DetailsConfigure ACH and SEPA payments and decide what members can do with their saved payment methods.
- [Flex] Add a Bank Account to a Member or Company ProfileRequest bank details from a member or company so they can pay by bank transfer, without handling their payment information directly.
- How to set a Preferred Payment Method for an Individual Member or a Company
- How to Delete a Company or a Member Profile
- How to Upload Attachments